Beacon Investment Advisory Services’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Sell |
12,048
-280
| -2% | -$8.23K | 0.02% | 200 |
|
|
2025
Q1 | $352K | Sell |
12,328
-5,383
| -30% | -$154K | 0.02% | 184 |
|
|
2024
Q4 | $485K | Sell |
17,711
-6,027
| -25% | -$165K | 0.02% | 170 |
|
|
2024
Q3 | $524K | Sell |
23,738
-2,360
| -9% | -$52.1K | 0.02% | 175 |
|
|
2024
Q2 | $519K | Sell |
26,098
-3,793
| -13% | -$75.4K | 0.02% | 170 |
|
|
2024
Q1 | $548K | Sell |
29,891
-3,374
| -10% | -$61.9K | 0.02% | 172 |
|
|
2023
Q4 | $587K | Sell |
33,265
-1,920
| -5% | -$33.9K | 0.03% | 170 |
|
|
2023
Q3 | $583K | Sell |
35,185
-309
| -0.9% | -$5.12K | 0.03% | 180 |
|
|
2023
Q2 | $611K | Buy |
35,494
+3,917
| +12% | +$67.5K | 0.03% | 181 |
|
|
2023
Q1 | $553K | Buy |
31,577
+2,300
| +8% | +$40.3K | 0.03% | 175 |
|
|
2022
Q4 | $529K | Buy |
29,277
+831
| +3% | +$15K | 0.03% | 184 |
|
|
2022
Q3 | $473K | Buy |
28,446
+97
| +0.3% | +$1.61K | 0.03% | 187 |
|
|
2022
Q2 | $475K | Buy |
28,349
+4,447
| +19% | +$74.5K | 0.02% | 195 |
|
|
2022
Q1 | $452K | Buy |
23,902
+6,540
| +38% | +$124K | 0.02% | 218 |
|
|
2021
Q4 | $275K | Buy |
17,362
+712
| +4% | +$11.3K | 0.01% | 264 |
|
|
2021
Q3 | $279K | Sell |
16,650
-103
| -0.6% | -$1.73K | 0.01% | 262 |
|
|
2021
Q2 | $305K | Sell |
16,753
-272
| -2% | -$4.95K | 0.01% | 261 |
|
|
2021
Q1 | $283K | Buy |
17,025
+598
| +4% | +$9.94K | 0.01% | 261 |
|
|
2020
Q4 | $225K | Buy |
16,427
+290
| +2% | +$3.97K | 0.01% | 256 |
|
|
2020
Q3 | $199K | Buy |
+16,137
| New | +$199K | 0.01% | 246 |
|